-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Amber Weaver (CRD# 6873173) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 6 years of experience in the finance industry.
Dianna Weaver (CRD# 5200747) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bradenton, FL and has over 17 years of experience in the finance industry.
Kristie Wells (CRD# 6989615) is an Investment Advisor Representative working at Edward Jones in North Port, FL and has over 5 years of experience in the finance industry.
James White (CRD# 2385435) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Lakewood Ranch, FL and has over 27 years of experience in the finance industry.
Stephen Wierhake (CRD# 1332844) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Punta Gorda, FL and has over 27 years of experience in the finance industry. Stephen Wierhake has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Eric Williams (CRD# 6122249) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lakewood Ranch, FL and has over 11 years of experience in the finance industry. Eric Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Janet Willingham (CRD# 1013092) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 33 years of experience in the finance industry.
Dawnna Wilson (CRD# 5419746) is an Investment Advisor Representative working at Commonwealth Financial Network in Englewood, FL and has over 9 years of experience in the finance industry.
Elizabeth Wilson (CRD# 1580513) is an Investment Advisor Representative working at Horizon Wealth Advisors in Lakewood Ranch, FL and has over 33 years of experience in the finance industry. Elizabeth Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jennifer Wilson (CRD# 5994805) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Punta Gorda, FL and has over 11 years of experience in the finance industry.